Lfa Lugano Financial Advisors Sa has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $187 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $26.9M, Ishares Trust Ishares Esg Awar with a value of $21.3M, Ishares Tr Ishares Esg Aware 1 with a value of $11.6M, Spdr Gold Trust with a value of $10.9M, and Schwab Fundamental Emerging Mk with a value of $7.73M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $168M to 187M.
Below you can find more details about Lfa Lugano Financial Advisors Sa portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $167 Million
Technology: $6.22 Million
Consumer Cyclical: $3.69 Million
Financial Services: $2.54 Million
Communication Services: $2.32 Million
Healthcare: $1.65 Million
Industrials: $1.04 Million
Consumer Defensive: $840,000
Other: $485,000
Stock Holdings Table Market Cap. of $200 Billions or more
